Family Trust Federal Credit Union 401(K) Plan — Form 5500 plan (Family Trust Federal Credit Union)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Family Trust Federal Credit Union 401(K) Plan is a benefit plan reported by Family Trust Federal Credit Union under EIN 57-0400781 and plan number 033. The latest loaded filing year is 2023. The filing reports 180 participants and $14,972,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Trust Federal Credit Union
- EIN
- 57-0400781
- Plan number
- 033
- Plan type
- 2
- Location
- Rock Hill, SC
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $14,972,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241010073942NAL0035194208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,972,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,972,023
- Net assets (BOY)
- $14,918,507
Income & contributions
- Employer contributions
- $269,878
- Participant contributions
- $505,545
- Total contributions
- $783,976
- Total income / additions
- $2,894,368
Expenses & distributions
- Benefits paid
- $2,818,293
- Administrative expenses
- $20,375
- Total expenses
- $2,840,852
- Net increase / (decrease)
- $53,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,375 | $0 | 2023 |